Using Freshsales

I am having trouble POSTing a Webhook from Zapier to FreshworksCRM. In my Zap I am trying to POST a file (from GDrive) to the FreshworksCRM API, which works perfectly via Postman. Entering all information in Zapier gives us the error message 400 - Bad Request. I was assuming that Zapier is changing something in the POST Request which I can not see in the frontend - which is not the fact as the support told me. linkIn Postman I am using the headers authorization:Token token={{APItoken}},Content-Type:multipart/form-data and content-type:multipart/form-data; boundary=----WebKitFormBoundary7MA4YWxkTrZu0gW.For my Form-data I am using the file in Postman which I upload manually, as well as the targetable_id and the targetable_type.Does anyone have an idea why I can not m

Hi,I want to link assets to a Service Request ticket using a workflow.Scenario: in a Service Catalog item i added a custom filed, that allows the requester to choose from a certain asset type  (e.g. printers). so i do have the name of the printer available in a custom field for the Service request. what action or method (maybe API call?) can i use to make an association of that Asset to the ticket?any ideas?thanks, Günther

Hi, I want to monitor all of my Assets which are in stock.So I created ah Workflow Automator which starts when a service request is raised, then I get all Assets with a GET request with a Filter in the URL. After that I use a JSON Parser to get the Array length. When the length is lower than for example 5 it should send an e-mail to the responsible person.The problem is that I get “true” back form the JSON-Parser.I hope you can help me. 

This is very basic question  if I just want to setup a  auto-reply email to anyone who sends in a ticket or emails support, how would I do that?

Currenlty missing over 100+ contacts with no shopify tagsin the customer fields area. I have been receiving updates but have no estimate on if this will ever be fixed. This is my second trial so we are working on 45+ days of nothing.  Any help would be great as we are working on 2 months without the ability to use this CRM. Perhaps it’s not ready for shopify?

Hi All,I’m in need of some help when setting up workflows in Freshworks. I have workflows that ensure deat stages trigger updates to contact lifecycle stages, however, I am running into an issue if a contact has multiple deals associated.i.e. Contact 1 already has a Deal in the Won StageBut, Contact 1 is also associated to another deal in the Discovery StageHow do i prevent the workflows from automatically updating Contact 1’s lifecycle stage back to Discovery?The ideal workflow would beIF Deal Stage is in DiscoveryAND Contact Lifecycle Stage is not in Won UPDATE Related Contacts Lifecycle Stage Although these joint workflows don’t exist from what i can see.Appreciate any advice from the Community on this :)

Hello,Wanted to understand how companies using Freshsales track their sales funnel conversion rates? Let’s Imagine that our sales funnel is a typical one  - Inbound lead, MQL, SQL, Deal. Typically we get a deal at the end from an account and that deal can be attached to one or more SQLs (contacts) – in this case, how is conversion rate measured? Since inbound leads, MQLs and SQLs are individual people and at the end we get a deal? So how do we compare these two metrics?

Hello,I would like to know how to export my contact in an excel file ? I found another thread talking about it and saying I have to create a report, but I can’t.It seems I can only use predefined reports.

First we have to add contact for this or how we can synchronize  my Email?

The responsibilities of a sales manager are vastly different from that of a sales rep. From increasing revenue and profitability to ensuring the team meets targets, a lot rests on their shoulders. How do they manage so many tasks simultaneously during the busiest quarter of the year? The answer lies in automation.   So what are some sales automation features to keep an eye out on?

Since its inception during the first Macy’s Thanksgiving Day Parade in 1924, Black Friday today is a weekend-long extravaganza, stretching to include Thanksgiving and Cyber Monday. With the popularity of online shopping today, retailers need to utilize the technology at their disposal to nurture and convert customers eager for Black Friday deals. A Customer relationship management (CRM) software is a great way to manage the rush, cement new deals, and improve customer experiences during the holiday season.  Here are some CRM tactics

Hi Community… I am setting up my team in FreshSales and have run into an issue, I use Oncehub which automatically creates a meeting so that part is wonderful!The issue is when someone reschedules the meeting disappears that day and moves to the new day. granted that is exactly what I want but how can I track the daily report of what was completed vs what was rescheduled… Anyone have any ideas?

Sales funnel is an illustration of the stages that a prospect goes through before becoming a customer. And, as your sales reps start engaging with them, only your most qualified prospects move to the next stage, and ultimately towards the close. Sales funnel is typically broken down into three stages, namely Awareness stage (Top-of-the funnel), Consideration stage (Middle-of-the funnel) and Decision stage (Bottom-of-the funnel).  Here’s how you can set up your sales funnel software in seven steps: 1. Organize leads entering the funnel:

The responsibilities of a sales manager are vastly different from that of a sales rep. From increasing revenue and profitability to ensuring your team meets targets, a lot rests on your shoulder. Enter automation to the rescue. But, just like the tasks, your requirements for sales automation are also different. Here are some sales automation features you should look for while purchasing a CRM.  1. Visual representation of sales data: The amount of data a sales manage

Hi all,Loving this community, I wondered if I could hear from other Fresh Sales customers on how they are using the quoting side of Fresh Sales.  We have been struggling to get it up and running with our requirements and feel the module is limited compared to others out there Quotient, Xero, Hubspot.We want to be able to track gross profit by working out our sale price from our buy price, we want the sales team to able to enter this when they do a quote, but of course not show on the show to the customer. We also want to then have a field that works out net profit (gross - 25%), while we can do this with the deal fields we want to do it on quotes.  Then have a sales dashboard to show the reps their weekly, monthly performance.Is anyone out there doing this? Thanks 

‘To be or not to be?’ Hamlet once asked. For sales leaders however, the question has always been ‘Inside sales or outside sales?’  There are many factors to consider while determining whether your company needs an inside or outside sales model.  Inside sales is a team dedicated to selling remotely from an office. Instead of traveling to meet with prospects in person, inside sales representatives talk with leads over the phone, via email, and video chat.  

Hi, I need a dedicated automation sales software for my company, Anybody can please let me know how to contact official support of freshworks. Kindly also mention their support no to contact them directly.Paul C. Thomasemail: admin@internetoffersnow.comwebsite: https://internetoffersnow.com/

Today, almost every company uses sales tools. In fact, over half of sales professionals say sales tools help them build stronger relationships with buyers and close more deals.From keeping information organized in one place to clearing bottlenecks in the sales process, the right tools will elevate your sales team’ performance. So what are some sales tools that you should invest in today?

Sales can be a messy, broken process as reps scramble for data on the right leads to target and nurture and sales managers try to get complete visibility into ongoing deals. A powerful CRM can streamline your sales processes and boost productivity, thus easing the lives of your sales reps and sales managers.From helping sales reps identify sales-ready leads to providing visibility into your sales pipeline, here are four ways you can integrate a CRM in your sales adoption plan:Provide a single source of truth: It’s easy to lose or miscommunicate lead data when leads are passed between different sales teams. This leaves salespeople with an incomplete view of the prospect. A CRM helps prevent this by documenting all prospect and customer information in one

 QOTW: Outside sales is still relevant in an era where online interactions are thriving. So what would you say are the benefits of leveraging outside sales today? Here are mine: 1. Leverage in-person cues: During face-to-face meeting with prospects, sales reps can gauge a lead’s interest and steer conversations based on their body language, rapport, and behavior2. Establish positive relationships: Both B2C and B2B consumers today crave human connections. In-person sales meetings can help build positive relationships with contacts, ultimately building trust and loyalty3. Get first-hand insights: Outside sales allows reps to talk one-on-one with industry professionals, where they can learn about market conditions and competitors4. Provide customers the chance to touch and fe

I’m new to FreshSales and want to create a report which shows the data underlying a chart so I can export it. I’ve searched the forum topics and it looks as though I’d need to use tabular format or view underlying data. However, my Analytics report doesn’t have the show / hide underlying data option. For this report, the objective is to show a table of clients, relationship owner, and stage of the relationship, but I don’t have show/hide underlying on any reports. How can I create a report with a data table?I’m using the browser-based version with enterprise annual license.  

Devising a sales strategy is unique for every business. Before you set up a sales strategy for your business, here are some key parameters you need to consider:Company vision: A clear declaration of your company’s future direction helps you determine what you need to achieve now and in the near future Revenue goals: Your revenue goals must be aligned with your company vision. It can be something as simple as closing certain targets for this quarter

From identifying the best channel for different audiences to helping reps with faster customer interactions and turnovers, cultivating sales experience is important for all reps. What are the types of sales experience that a sales rep should have?

Ask questions and share ideas around setting up the email functionality in Freshsales. This topic will cover everything around email deliverability, email limits, and setting up your DKIM record.

Hi everyone!Just getting used to using FreshSales and understanding how this awesome tool can benefit our team.Even the basic email tool is rather dynamic...and almost TOO much so.My question, is there a way to set permissions to simplify the formatting options in emails?  Our team has a tendency to copy + paste many pieces and parts together in to emails and it seems as this can lead to the emails looking rather poor sometimes!Instead of teaching folks out to clean it all up, and not have 14 fonts & 4 font sizes and everything all mixed up...is there a way to have a default setting, not matter the content that is copied in?Thank you! :)